1. Slack Help Center
  2. Connect tools & automate tasks
  3. Use apps and the Slack Marketplace
    4. Connect Slackbot to Salesforce with MCP

Connect Slackbot to Salesforce with MCP

Add and configure Salesforce Model Context Protocol (MCP) servers in Slack to connect Slackbot with Salesforce or Data 360. When you add an MCP server, members of your workspace or Enterprise organization can use Slackbot to take actions in Salesforce without leaving Slack. 

How it works

  • When you set up and configure an MCP server in Slack, members can access information and take actions in Salesforce just by starting a conversation with Slackbot. 
  • In order to set up and configure a Salesforce MCP server, you’ll need to connect at least one Salesforce org to Slack. 
  • Once you’ve connected Slack and Salesforce, choose one or more standard MCP servers to allow Slackbot access to Salesforce or Data Cloud. 
  • Developers in your organization can build custom MCP servers to give Slackbot access to additional tools via Apex Actions, Lightning Flows, Apex REST endpoints, APIs from the API Catalog, Prompt Builder templates, and Agentforce agents. 

Note: It's not currently possible to connect Salesforce MCP servers if you’ve defined IP address restrictions for your Salesforce org.


Salesforce MCP servers

You can choose from a list of standard Salesforce MCP servers. 

Server name Server description
Data 360 Supports SQL queries across Data Cloud, including CRM, Commerce Cloud, Marketing Cloud, and external data sources
SObject All

Supports full CRUD functionality for Salesforce objects: 

  • Create
  • Read
  • Update
  • Delete
  • Query
  • Search
  • Traverse relationships
SObject Deletes Supports delete actions for records with dependency awareness
SObject Mutations Supports create and update actions for Salesforce records
SObject Reads Supports search and retrieval for Salesforce records using SOQL

Note: All Salesforce MCP servers enforce per-user authentication and respect the standard Salesforce security model. Field-level security, object permissions, and sharing rules are applied for every action Slackbot takes.


Connect Salesforce and Slack

To set up a Salesforce MCP server, connect your Salesforce organization to Slack. You’ll need to coordinate with an Admin in Salesforce to complete any setup steps in Salesforce if you don’t have that role. 

Connect a Salesforce org to Slack

  1. Follow the steps in our Connect Salesforce and Slack guide. 
  2. Once your Salesforce org is connected, you’ll need to manually map users if they haven’t already been granted access to Salesforce in Slack.

Map accounts

Connect your members’ Salesforce and Slack accounts. When you manually map members in Slack, they’ll be prompted to sign in to Salesforce to connect their accounts. 

Pro, Business+, and Enterprise Select

Enterprise Grid and Enterprise+

  1. From your desktop, click   Admin in the sidebar. 
  2. Select Workspace settings from the menu, then click   Salesforce. 
  3. Click the Users tab. 
  4. Select Add individually and search for the member you’d like to add. To add members in bulk, click Add by CSV.
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then click Organization settings. 
  3. Click   Salesforce, then select Salesforce organizations. 
  4. Click the Users tab. 
  5. Select Add individually and search for the member you’d like to add. To add members in bulk, click Add by CSV.

Note: Members with the Salesforce Admin system role in Slack can connect Salesforce orgs and map accounts.


Verify Salesforce org authentication

In order to set up and configure a Salesforce MCP server, you need to be authenticated with any connected Salesforce orgs. Here’s how to make sure you’re connected: 

  1. From your desktop, click your profile picture in the sidebar.
    Static image of a cursor clicking the profile picture menu in the Slack app
  2. Select Preferences from the menu. 
  3. Click   Salesforce. 
  4. Check that you’re signed in to connected Salesforce orgs.

If you’re not authenticated, follow the steps below to check that your Slack account is correctly mapped to a Salesforce user: 

  1. If you use email mapping, check that the email address on your Slack account matches your email in Salesforce.
  2. If you use Federation ID mapping, go to your user profile in Salesforce and set the Federation ID field to the email address on your Slack account.
  3. From Slack on desktop, click your profile picture in the sidebar and select Preferences from the menu. 
  4. Click Salesforce, then sign in to the org you need to authenticate with. 
  5. Quit and restart Slack and confirm that you’re authenticated.


Set up and configure an MCP server

Now you’re ready to set up a Salesforce MCP server. Select a server, review the tools it includes to understand the read and write actions Slackbot can take, grant access to certain members or groups, and assign it to workspaces (Enterprise Grid and Enterprise+ plans only). 

Pro, Business+, and Enterprise Select

Enterprise Grid and Enterprise+

  1. From your desktop, click   Admin in the sidebar. 
  2. Select Workspace settings from the menu. 
  3. Click   Salesforce, then select Salesforce MCP Servers. 
  4. Click Add MCP Server at the top of the page. 
  5. Choose a server from the list and click Add. 
  6. Review tools to view all of the actions Slackbot can take, then click Next.
  7. Choose who can use the server — Everyone, Specific groups and members, or No one — and click Connect.
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then click Organization settings. 
  3. Click Salesforce, then select MCP Servers.
  4. Click Add MCP Server at the top of the page.
  5. Choose a server from the list and click Add. 
  6. Review tools to view all of the actions Slackbot can take, then click Next. 
  7. Select the workspaces where the server will be available and click Next. 
  8. Choose who can use the server — Everyone, Specific groups and members, or No one — and click Connect.


Manage MCP servers

Once you’ve added an MCP server, you can adjust access and permissions or delete it. Deleting a server will immediately remove it, and Slackbot will no longer be able to access any of its tools. 

View and manage servers

Pro, Business+, and Enterprise Select

Enterprise Grid and Enterprise+

  1. From your desktop, click   Admin in the sidebar. 
  2. Select Workspace settings from the menu. 
  3. Click   Salesforce, then select Salesforce MCP Servers. 
  4. Select a server to view details.
  5. If you’d like, click the   pencil icon next to Display name to edit the server name.  
  1. From your desktop, click your organization name in the sidebar.
     
  2. Hover over Tools & settings, then click Organization settings.
  3. Click Salesforce, then select MCP Servers.
  4. Select a server to view details. 
  5. If you’d like, click the   pencil icon next to Display name to edit the server name. 
  6. Click the Members tab to edit access permissions for members and groups. 
  7. To manage which workspaces can access the server, click Manage in the top-right corner of the page and add or remove workspaces.

Delete a server  

Pro, Business+, and Enterprise Select

Enterprise Grid and Enterprise+

  1. From your desktop, click   Admin in the sidebar. 
  2. Select Workspace settings from the menu. 
  3. Click   Salesforce, then select MCP Servers. 
  4. Click the   three dots icon next to a server and select Delete. 
  1. From your desktop, click your organization name in the sidebar.
     
  2. Hover over Tools & settings, then click Organization settings.
  3. Click Salesforce, then select MCP Servers.
  4. Click the   three dots icon next to a server and select Delete. 

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